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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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141 results found

  1. Integration with HR systems

    Have HR systems integration, preferable Bambu HR

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  2. Map HubSpot Products to multiple PD pricing Tables

    Ability to custom map HubSpot products into multiple pricing tables, just like how we can for Salesforce

    2 votes

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    0 comments  ·  Integrations  ·  Admin →

  3. The ability to map product fields inside of Hubspot and transfer them to the pricing table in PandaDoc

    2 votes

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  4. Ability to link documents created via Zapier to a folder automatically

    2 votes

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  5. [Zoho] Token Formating

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  6. Webhooks for EV2 Workspace

    Webhooks for EV2 Workspace

    2 votes

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    Released  ·  0 comments  ·  Integrations  ·  Admin →

  7. Salesforce: Upgrade API version for APEX Classes

    We are preparing for Salesforce’s upcoming implementation of a new locale format across our organization. During our review, we identified that some APEX classes in the PandaDocs package are using API versions 45 or earlier. As this update may affect locale-sensitive operations (such as date, time, number, and currency formatting), we are concerned that the older APEX class versions might introduce compatibility issues.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  8. Ability to pass billing frequency fields into the pricing table from Pipedrive line items.

    Pipedrive disable the field of variance and they introduce the billing frequency which is already in their API however Pandadoc has not updated this field in their API, and this is crucial to be able to use it in the pricing table.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  9. Send Slack notifications to CC'd recipients when a document is sent.

    Send Slack notifications to CC'd recipients when a document is sent.

    1 vote

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  10. Sync fields only from Pandadoc to SFDC and not bidirectionally

    Is it possible to sync fields only from Pandadoc to SFDC and not bidirectionally? I'm asking because I want billing information to sync from Pandadoc once the contract has been signed only. In some cases the information in our CRM for billing is not always correct therefore we don't want to be sending out contracts with pre-filled information where the information is not correct. Let me know if it's possible.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  11. Update records in SugarCRM when new documents are Signed in PandaDoc

    Update records in SugarCRM when new documents are Signed in PandaDoc

    https://pandadoc.zendesk.com/agent/tickets/604161

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  12. Ability to set up an alternative line item description from HubSpot.

    Ability to set up an alternative line item description from HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  13. Update the description when HubSpot deal is changed

    Update the description when HubSpot deal is changed

    For now, you can only update the following product information if it was changed on HubSpot side: quantity, unit price, and unit discount, so it's expected that the description is not updated

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  14. Hubspot: Sort line items to be pulled to PandaDoc pricing table

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  15. Change the document status from Declined to Draft via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
    Released  ·  Anastasiia Veremenko responded

    Hi,

    Thank you for taking the time to leave your request. Great news!

    We have released this feature!

    Here is the documentation for the new endpoint


    Looking forward to hearing your thoughts on this new addition to our API.

  16. Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    Get credit card details from recipients without charging any amount and the card details should be automatically saved.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →

  17. Webhooks for templates: configure a webhook when a template is deleted from PandaDoc (template_deleted)

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  18. Populate the client engagement info from HubSpot

    we have a list of services that you can select (yes/no), we'd like to then pulled that Y/N information in to Panda docs to build out the contract. Pandadocs will need to use the yes/no field to build out the contract/proposal details.

    https://pandadoc.zendesk.com/agent/tickets/469208

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  19. The ability to create and use company variables in a Hubspot deal.

    Right now, company variables only show in company contacts and not deals.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →

  20. Change doc sender via API

    Change doc sender via API

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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